Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 8.0615 | 0.0985 | 68496420 | 1218432 | 1.811 |
| BlackRock Inc | 2025-09-30 | 5.6738 | 0.0705 | 48208418 | -1941262 | -3.8709 |
| State Street Corp | 2025-09-30 | 3.6559 | 0.09 | 31063250 | 288720 | 0.9382 |
| FMR Inc | 2025-12-31 | 3.2965 | 0.1417 | 28009332 | 7551774 | 36.9143 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 3.1945 | 0.4183 | 27142759 | 856125 | 3.2569 |
| Geode Capital Management, LLC | 2025-12-31 | 2.0189 | 0.1051 | 17154091 | 240253 | 1.4205 |
| Victory Capital Management Inc. | 2025-12-31 | 1.6263 | 0.7735 | 13818314 | 5826824 | 72.9129 |
| Bank of America Corp | 2025-09-30 | 1.349 | 0.0649 | 11462160 | 2811041 | 32.4934 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.2575 | 0.054 | 10684511 | 1019029 | 10.543 |
| JPMorgan Chase & Co | 2025-09-30 | 1.1044 | 0.0235 | 9383670 | -196031 | -2.0463 |
| NORGES BANK | 2025-12-31 | 1.0708 | 0.0965 | 9098158 | 659067 | 7.8097 |
| UBS Group AG | 2025-09-30 | 0.8844 | 0.0983 | 7514800 | 1153051 | 18.1247 |
| Northern Trust Corp | 2025-09-30 | 0.8378 | 0.0761 | 7118896 | -351858 | -4.7098 |
| Amvescap Plc. | 2025-09-30 | 0.7914 | 0.0885 | 6724265 | 993461 | 17.3355 |
| The Goldman Sachs Group Inc | 2025-12-31 | 0.739 | 0.0764 | 6278667 | 1960170 | 45.3901 |
| AQR Capital Management LLC | 2025-12-31 | 0.612 | 0.2706 | 5200135 | 3314166 | 175.7275 |
| Royal Bank of Canada | 2025-09-30 | 0.5611 | 0.0653 | 4767551 | -4280517 | -47.3086 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 0.5609 | 0.0992 | 4765980 | -306302 | -6.0387 |
| Bank of New York Mellon Corp | 2025-09-30 | 0.5268 | 0.0671 | 4476090 | -100076 | -2.1869 |
| T. Rowe Price Associates, Inc. | 2025-09-30 | 0.5188 | 0.0394 | 4407724 | -807788 | -15.4882 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2026-02-28 | 2.7515 | 0.1293 | 23378389 | 93395 | 0.4011 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.2371 | 0.1455 | 19007877 | 180378 | 0.9581 |
| Schwab US Dividend Equity ETF™ | 2026-03-31 | 1.949 | 1.8663 | 16560490 | 27600 | 0.1669 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.118 | 0.1298 | 9499244 | -5172 | -0.0544 |
| Fidelity 500 Index | 2026-02-28 | 1.1068 | 0.1456 | 9404567 | 15498 | 0.1651 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.0102 | 0.1299 | 8583034 | -21070 | -0.2449 |
| Vanguard Value Index Inv | 2026-02-28 | 0.8108 | 0.3336 | 6889100 | 89176 | 1.3114 |
| Strategic Advisers Fidelity US TtlStk | 2026-02-28 | 0.5651 | 0.2521 | 4801233 | 1117428 | 30.3335 |
| Vanguard Institutional Index I | 2026-02-28 | 0.4928 | 0.1454 | 4187286 | -30323 | -0.719 |
| State Street® IndstrlSelSectSPDR®ETF | 2026-03-31 | 0.4833 | 1.4375 | 4106468 | -28440 | -0.6878 |
| State St S&P 500® Indx SL Cl III | 2026-03-31 | 0.4643 | 0.1284 | 3944824 | 5500 | 0.1396 |
| Victory Pioneer A | 2026-01-31 | 0.4397 | 3.7961 | 3736205 | 161030 | 4.5041 |
| Pioneer US Large Core Equity | 2025-12-31 | 0.425 | 3.5399 | 3611084 | 1016360 | 39.1703 |
| VanEck Morningstar Wide Moat | 2025-12-31 | 0.4133 | 2.6966 | 3511568 | 89698 | 2.6213 |
| Vanguard Institutional 500 Index Trust | 2026-02-28 | 0.3906 | 0.1453 | 3318617 | 19703 | 0.5973 |
| Vanguard High Dividend Yield ETF | 2026-02-28 | 0.3516 | 0.3738 | 2987106 | 32573 | 1.1025 |
| Equity Index Fund A | 2025-12-31 | 0.3448 | 0.1254 | 2929802 | -23672 | -0.8015 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.3448 | 0.1254 | 2929802 | 2929802 | 0 |
| Equity Index Fund E | 2025-12-31 | 0.3448 | 0.1254 | 2929802 | -23672 | -0.8015 |
| Pacer US Cash Cows 100 ETF | 2026-03-31 | 0.336 | 1.5459 | 2854784 | -982 | -0.0344 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | 2026-03-13 | Sell | 97.27 | |
| Ro Khanna | 2026-03-10 | Purchase | 100.92 | |
| Ro Khanna | 2026-01-29 | Sell | 105.86 | |
| Norman M Brothers Jr | 2026-01-28 | Sell | 25014 | 106.15 |
| Gilbert Ray Cisneros, Jr. | 2026-01-09 | Purchase | 108.11 | |
| Gilbert Ray Cisneros, Jr. | 2025-11-18 | Purchase | 92.95 | |
| Katie Boyd Britt | 2025-11-07 | Purchase | 95.98 | |
| Scott DesJarlais | 2025-10-28 | Sell | 96.52 | |
| Marjorie Taylor Greene | 2025-10-09 | Purchase | 85.28 | |
| Ro Khanna | 2025-09-29 | Purchase | 84.46 | |
| Val T. Hoyle | 2025-09-23 | Sell | 84.35 | |
| Lisa C. McClain | 2025-09-11 | Sell | 84.64 | |
| Ro Khanna | 2025-09-05 | Purchase | 84.96 | |
| Marjorie Taylor Greene | 2025-08-28 | Purchase | 87.25 | |
| Ro Khanna | 2025-08-26 | Sell | 87.48 | |
| Christiana Smith Shi | 2025-08-22 | Purchase | 500 | 88.17 |
| Dan Newhouse | 2025-08-18 | Purchase | 86.52 | |
| Gilbert Ray Cisneros, Jr. | 2025-08-05 | Sell | 86.79 | |
| Lisa C. McClain | 2025-08-04 | Purchase | 84.96 | |
| Ro Khanna | 2025-08-04 | Sell | 84.96 |